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Established in 2004, we, Wealth Advisors (India) Private Limited (Wealth Advisors) are an independent, full-service, client-centric investment solutions firm . Our objective is to provide unbiased advice and services to both individual and institutional investors using a wide range of financial instruments. Wealth Advisors is structured into three main divisions, Private Wealth Management , Family Office and Investment Adviser services , backed by a team of dedicated Wealth Managers and a Central Advisory Team.

As on 30 Nov 2018, we manage Assets under Advisory of Rs.10,763 cr spread over 1,300 clients, consisting of some of India’s best-known companies and a number of successful individuals, both domestic and NRIs. We have a pan-India client presence and our offices are spread across Chennai, Bangalore, Mumbai, Pune, Coimbatore, Cochin and Hyderabad.

The highest form of acknowledgement of our work is our clients' continued support and patronage.

We take pride in our client vintage, having worked with majority of our clients over multiple market cycles, bull and bear markets, including the financial crisis of 2008. In addition, we have also been awarded "Best Regional Financial Advisor - South" Award by CNBC TV 18, for the years 2009 , 2012, 2013, 2014, 2016, 2017 and 2018.

A Chartered Accountant and a Company Secretary by qualification, Mahadevan is the primary founder-promoter of Wealth Advisors. Mahadevan works on the overall corporate strategy of Wealth Advisors. He is also actively involved in matters relating to compliance and corporate finance.

Pramod KumarCo-Founder, Director & Chief Executive Officer

Pramod is also a co-founder of Wealth Advisors and is responsible for strategy and operations. He heads, inter-alia, business development and management strategy. The Central Advisory Team is his direct responsibility. He is actively involved in the advisory activity and heads the Investment Committee at Wealth Advisors.

G. SathiyapriyanChief Financial Officer & Head of Compliance

A Chartered Accountant by qualification, Sathiya functionally oversees all financial and accounting matters at Wealth Advisors, including its subsidiary companies. He also handles compliance and audit-related matters, as also corporate law and taxation matters..

Abhay AmriteSenior Vice President & Head, Private Wealth Management

Abhay heads the wealth management function at Wealth Advisors and is responsible for the growth of the overall private wealth segment. He also leads the entire team of relationship managers at Wealth Advisors. In his earlier employment, Abhay was part of the team that set up private banking at HDFC Bank, and in his 11 years of service there, eventually headed the West and South Regions of the Bank, taking them to leadership positions in both geographies.

Kishore UdiaverSenior Vice President & Head, Family Office practice

In his position as member of the Investment Committee at Wealth Advisors, Kishore is responsible for putting into place the investment process and formulating advisory solutions for large clients, particularly potential family office clients. He also runs the fledgling pure advisory line of business. Kishore was earlier heading the Central Advisory Team. In his earlier stint with GIC Mutual Fund, Kishore was the Fund Manager of several equity and fixed-income funds.

R. SrikumarSenior Vice President & Head of Operations

Srikumar, an engineer by qualification, handles the critical operations function and heads the Centralized Operations Team at Wealth Advisors. This is a centralized facility that consists of a large number of executives, and which handles all execution of transactions, accounting, reporting and query-solving of client investments on a real-time and best-practices basis.

Our team brings together dynamism and experience, with a diverse pool of talent.

Our senior team members, who joined us from some of the largest financial services platforms, bring to us rich capital market experience across cycles, and the best of practices from their previous organizations. Our younger team members bring in enthusiasm and innovation. This helps us blend sound advisory and time-tested processes for the benefit of our clients.

Our Relationship Managers have vast experience in client handling. They are multi-faceted and come from diverse backgrounds with skill sets such as client handling, requirements analysis , investment facilitation and managing investment portfolios.

The Central Advisory Team is a group of well-qualified professionals who work closely to provide customized investment solutions to achieve client financial goals. This team works on the overall investment strategy & constructs portfolios in alignment with the firm's investment approach. The diverse background and varied experience of the team members help in providing multiple perspectives to any analysis and refine the service offerings to our clients from time to time.

Our Operations Team prides itself in bringing together a pool of talent, with members complementing each other in skills in areas such as Reporting and Accounting, Investment Execution Process development, Customer relations, Business Analytics, Customization solutions and more.